Senior BI Analyst

TAXWELL • Haverford, PA

8d

About The Position

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team. We are currently seeking a skilled Senior Data Analyst to elevate data-driven decision-making across the marketing organization. In this role, you will report directly to the Senior Manager of Analytics, assuming responsibility for analyzing the impact of our analytics initiatives. Leveraging your expertise, you will play a crucial role in supplying our marketing team with valuable insights to bolster informed decision-making.

Requirements

• Strong experience in marketing, sales, and/or revenue analytics, with B2B focus.
• Demonstrated ability to translate complex data into actionable insights.
• Expertise in Tableau, including dashboard development, data source blending, and performance optimization.
• Ability to manage projects from inception to completion, coordinating across teams and delivering on time.
• Ability to read, write, and understand complex SQL queries for both ad-hoc and dashboard use.
• Experience with and understanding Google Analytics and CRM systems.
• Ability to deliver insights with creativity and pragmatism, ensuring a clear understanding of the "so what?" implications.
• A doer, who won't hesitate to roll up its sleeves.
• Independent thinker with confidence to challenge conventional approaches.
• Proactive mindset with a hands-on and can-do attitude.

Responsibilities

• Conduct in-depth analysis of marketing, sales, and product data to derive actionable insights.
• Partner with marketing stakeholders to forecast MQLs, prospects, leads status and report progress against those benchmarks.
• Ability to navigate multiple business lines and draw holistic insights from the tax business.
• Analyze large data sets of structured, semi-structured, unstructured data to discover data insights and collaborate with business partners to deliver business value.
• Advanced data visualization (Tableau) and dashboarding skills to support business decisions, provide recommendations and evaluate business performance.
• Prepare and effectively present your findings to business stakeholders, including executive management in a concise fashion.
• Support ad hoc business studies/reporting; inform segmentation, territory management and initiative reporting.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees